Key facts
- GENEOS WEALTH MANAGEMENT, INC. is a other based in ENGLEWOOD, CO.
- GENEOS WEALTH MANAGEMENT, INC. reports $38.0M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 120894- Regulatory AUM
- $38.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 200
- Registered office
- ENGLEWOOD, CO
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for GENEOS WEALTH MANAGEMENT, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is GENEOS WEALTH MANAGEMENT, INC.'s AUM?
- GENEOS WEALTH MANAGEMENT, INC. manages approximately $38.0M in assets.